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Breaking News
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1019 | 1077 | 1067 | 1277 | 1693 |
Fund Return | 1.92% | 1.92% | 7.7% | 2.19% | 5.01% | 5.4% |
Place in category | 410 | 410 | 389 | 117 | 160 | 27 |
% in Category | 86 | 86 | 84 | 24 | 38 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Cnsrv Gr Inv | 9.93B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.35B | 4.92 | 5.28 | 7.53 | ||
Vanguard Wellesley Income Inv | 8.86B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 6.04B | 2.61 | 1.91 | 4.08 | ||
American Funds Income Portfolio A | 5.44B | 3.46 | 4.00 | 5.56 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.73 | 195.63 | +2.02% | |
Merck&Co | US58933Y1055 | 1.33 | 129.48 | -0.69% | |
Pfizer | US7170811035 | 1.18 | 28.27 | +1.82% | |
J&J | US4781601046 | 1.10 | 148.95 | +0.15% | |
ConocoPhillips | US20825C1045 | 1.06 | 123.06 | -0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Neutral |
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